+39.1%
SNPS vs GEHC
+31.6%
+7.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.8% |
| 7D | -3.7% | +7.6% | -11.3% | -6.0% |
| 30D | -10.4% | +27.5% | -37.8% | -17.5% |
| 3M | +11.0% | +17.2% | -6.3% | +4.9% |
| 6M | -10.7% | +33.6% | -44.3% | -20.3% |
| YTD | -4.1% | +0.6% | -4.7% | -5.1% |
| 1Y | +13.7% | +11.3% | +2.4% | +7.8% |
| 3Y | -8.1% | +16.5% | -24.6% | -14.1% |
| All | +39.1% | +31.6% | +7.5% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GEHC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling